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The AI Architect's avatar

Strong framing on the temporal mismatch problem. The profit center positioning is clever, but the undersold value here might be the intelligence generation from thousands of service intractions. OSS's 14k transcribed calls dunno if thats their main advantage compared to the budget protection angle. Market intelligence that compounds creates options way beyond just surviving the next budget review.

Matthew Burris's avatar

The value of market intelligence is huge. It can be a bit more difficult to quantify, which makes it less valuable in some ways. Both is a very strong position especially since the market intelligence can be delivered within the first quarter done right. We did cover the market intelligence in more detail in a previous newsletter - https://newsletter.venturestudioforum.org/p/corporate-venture-studios-as-market